on 2021 May 18 7:33 AM
Hi Experts,
Could you pls share how to find the underlying query for My Opportunities in C4C PDI??
I need to make changes to the standard query of My opportunities via PDI and not sure where to begin with.
Request clarification before answering.
Standard queries are hard coded and you will not be able to influence them even from PDI. Nevertheless you can try builing a new query by understanding the parameters
My Opportunities filter includes all Opportunities which you own (Where you are the owner), and all Opportunities in which you are maintained as Sales Employee.
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Hi Prasanth,
I just checked this blog. But I'm not looking for adding any new fields.
I need to change the My opportunities query where the logged-in user is the Opportunity Owner or the owner of the Opportunity Account’s Territory or the Owner of Accounts in any Party Roles.
I'm trying to add the highlighted part to the standard My opportunities query. Any suggestions pls?
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